See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,240 | $189,613-63.0% | $167,512-58.1% | $142,382-50.7% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 16.06% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,300 | $4,349-70.1% | $3,882-66.5% | $4,299-69.8% |
| Participant deferral / active EE | $6,131 | $6,981-12.2% | $6,405-4.3% | $6,507-5.8% |
| Admin fee / account holder | $7,385 | $10,528-29.9% | $9,769-24.4% | $12,624-41.5% |